Compass Watch
Since the beginning of 2023, the equity market returns have primarily been driven by a narrow group of technology stocks known as the “Magnificent Seven.” These stocks are large technology companies that are viewed by investors as being at the leading edge of the development of artificial intelligence (AI). These companies—Apple, Amazon, Alphabet (Google), Meta, […]
One of the many strengths of Compass Capital is the depth of our team. Over the past several years we have invested in building an even deeper team of professionals by working to identify and grow our next generation of talent. One of these talented individuals is Chris Nuth, CFA. Chris joined Compass in 2017 […]
Now that the calendar has officially turned to 2024, we have entered Wall Street’s version of the Olympics. Every 4 years, Wall Street pundits and political strategists present on television, podcasts, and other forms of media to breathlessly tell investors what it will mean for their portfolios if the Republican or Democratic candidate for president […]
Over the past 18 months or so, much has been written about the Federal Reserve interest rate increases that have been implemented to control inflation. Most of the print and television coverage of these rate increases has focused on the possible negative ramifications of this policy. Indeed, the impact of the total increase of 525 […]
After enduring an 18.6% decline in the S&P 500 Index (“Index”) during 2022, one would expect many on Wall Street to be more enthusiastic about the 16.9% gain in the Index during the first half of 2023. However, nearly all the gains in the Index through June 30th are due to the outsized (and likely […]
We are often asked by people: “Why should I work with an advisor like Compass when I can buy mutual funds or other investment vehicles on my own?” While this is a fair question, we at Compass believe there are a variety of benefits to working with a professional advisor and taking advantage of the […]